Only Male Candidates

Job Summary:

This is a full-time on-site role as a Wealth Manager for Mutual Funds at D.R SHARE & STOCK BROKERS PVT LTD in Chandigarh. As a Wealth Manager, you will be responsible for managing client portfolios, building strong relationships, addressing client inquiries, and providing financial advice to meet client objectives.

Key Responsibilities:

- Manage and maintain existing client relationships

- Listen carefully to clients concerns and queries

- Provide timely and effective solutions to resolve client issues

- Collaborate with internal teams to ensure seamless client experience

- Analyze client data to identify areas for improvement

- Provide product information and guidance on Mutual Funds investments

Requirements:

- Minimum 1+ years of experience in customer-facing role and wealth management

- Basic communication and interpersonal skills

- Good knowledge of Mutual Funds and financial markets (training provided)

- Ability to work in a fast-paced environment

- Strong desire to learn and grow in financial services

- Good personality and positive attitude

- Proficient in computer applications and technology

- Punctual and reliable with a strong work ethic

- Patient and empathetic with a focus on resolving client queries

- Goal-oriented and motivated to deliver exceptional client service

Office Timings:

- Monday to Friday: 08:50 AM - 05:30 PM

- Saturday: 10:00 AM - 02:00 PM (every Saturday, except 4th Saturday which is off)

What We Offer:

- Opportunity to build a career in financial services with a reputable brokerage firm

- Training and support to develop your skills and knowledge

- Collaborative and dynamic work environment